Brandywine Global Investment Management’s Johnson & Johnson JNJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $404M | Sell |
1,951,088
-3,290
| -0.2% | -$651K | 2.71% | 2 |
|
|
2025
Q3 | $362M | Sell |
1,954,378
-18,209
| -0.9% | -$3.12M | 2.49% | 2 |
|
|
2025
Q2 | $301M | Sell |
1,972,587
-145,943
| -7% | -$22.4M | 2.12% | 3 |
|
|
2025
Q1 | $351M | Buy |
2,118,530
+257,404
| +14% | +$40.3M | 2.53% | 1 |
|
|
2024
Q4 | $269M | Buy |
1,861,126
+187,120
| +11% | +$29M | 1.96% | 4 |
|
|
2024
Q3 | $271M | Buy |
1,674,006
+85,526
| +5% | +$13.6M | 1.8% | 4 |
|
|
2024
Q2 | $232M | Buy |
1,588,480
+105,935
| +7% | +$15.8M | 1.74% | 4 |
|
|
2024
Q1 | $235M | Buy |
1,482,545
+292,217
| +25% | +$46.5M | 1.69% | 5 |
|
|
2023
Q4 | $187M | Buy |
1,190,328
+443,948
| +59% | +$68.1M | 1.5% | 6 |
|
|
2023
Q3 | $116M | Buy |
746,380
+122,303
| +20% | +$20.2M | 1.02% | 13 |
|
|
2023
Q2 | $103M | Buy |
624,077
+22,551
| +4% | +$3.64M | 0.86% | 21 |
|
|
2023
Q1 | $93.2M | Buy |
601,526
+242,665
| +68% | +$39.2M | 0.75% | 25 |
|
|
2022
Q4 | $63.4M | Buy |
358,861
+64,239
| +22% | +$11.1M | 0.5% | 53 |
|
|
2022
Q3 | $48.1M | Sell |
294,622
-287,729
| -49% | -$48.7M | 0.45% | 65 |
|
|
2022
Q2 | $103M | Sell |
582,351
-1,852,209
| -76% | -$330M | 0.9% | 21 |
|
|
2022
Q1 | $431M | Sell |
2,434,560
-104,443
| -4% | -$17.8M | 3.15% | 1 |
|
|
2021
Q4 | $434M | Buy |
2,539,003
+77,614
| +3% | +$12.7M | 3.1% | 1 |
|
|
2021
Q3 | $398M | Buy |
2,461,389
+491,055
| +25% | +$83.8M | 3% | 2 |
|
|
2021
Q2 | $325M | Sell |
1,970,334
-28,649
| -1% | -$4.74M | 2.4% | 3 |
|
|
2021
Q1 | $329M | Sell |
1,998,983
-118,571
| -6% | -$19.2M | 2.48% | 3 |
|
|
2020
Q4 | $333M | Buy |
2,117,554
+511,634
| +32% | +$75.5M | 2.77% | 3 |
|
|
2020
Q3 | $239M | Buy |
1,605,920
+636,752
| +66% | +$94.2M | 2.35% | 4 |
|
|
2020
Q2 | $136M | Sell |
969,168
-1,770,449
| -65% | -$258M | 1.39% | 14 |
|
|
2020
Q1 | $359M | Sell |
2,739,617
-281,491
| -9% | -$39.9M | 4.29% | 1 |
|
|
2019
Q4 | $441M | Buy |
3,021,108
+457,838
| +18% | +$62.1M | 3.11% | 2 |
|
|
2019
Q3 | $332M | Sell |
2,563,270
-77,513
| -3% | -$10.2M | 2.43% | 4 |
|
|
2019
Q2 | $368M | Buy |
2,640,783
+488,543
| +23% | +$67.6M | 2.54% | 3 |
|
|
2019
Q1 | $301M | Buy |
2,152,240
+1,012,405
| +89% | +$136M | 2.08% | 6 |
|
|
2018
Q4 | $147M | Sell |
1,139,835
-1,170,873
| -51% | -$163M | 1.09% | 20 |
|
|
2018
Q3 | $319M | Sell |
2,310,708
-74,141
| -3% | -$9.85M | 1.99% | 5 |
|
|
2018
Q2 | $289M | Sell |
2,384,849
-46,879
| -2% | -$5.85M | 1.85% | 5 |
|
|
2018
Q1 | $312M | Buy |
2,431,728
+4,537
| +0.2% | +$613K | 1.96% | 5 |
|
|
2017
Q4 | $339M | Buy |
2,427,191
+68,867
| +3% | +$9.59M | 2.03% | 5 |
|
|
2017
Q3 | $307M | Sell |
2,358,324
-82,940
| -3% | -$11M | 1.94% | 4 |
|
|
2017
Q2 | $323M | Buy |
2,441,264
+13,020
| +0.5% | +$1.66M | 2.06% | 5 |
|
|
2017
Q1 | $302M | Buy |
2,428,244
+103,758
| +4% | +$12.4M | 1.91% | 6 |
|
|
2016
Q4 | $268M | Sell |
2,324,486
-84,977
| -4% | -$9.82M | 1.7% | 7 |
|
|
2016
Q3 | $285M | Sell |
2,409,463
-101,830
| -4% | -$12.4M | 1.87% | 6 |
|
|
2016
Q2 | $305M | Sell |
2,511,293
-60,040
| -2% | -$6.82M | 2.05% | 6 |
|
|
2016
Q1 | $278M | Sell |
2,571,333
-26,860
| -1% | -$2.78M | 1.82% | 6 |
|
|
2015
Q4 | $267M | Buy |
2,598,193
+401,011
| +18% | +$40.3M | 1.7% | 10 |
|
|
2015
Q3 | $205M | Buy |
2,197,182
+469,622
| +27% | +$45.4M | 1.34% | 15 |
|
|
2015
Q2 | $168M | Buy |
1,727,560
+159,120
| +10% | +$15.9M | 1.05% | 17 |
|
|
2015
Q1 | $158M | Buy |
1,568,440
+542,840
| +53% | +$55.2M | 1.02% | 19 |
|
|
2014
Q4 | $107M | Buy |
1,025,600
+281,600
| +38% | +$29.7M | 0.72% | 26 |
|
|
2014
Q3 | $79.3M | Buy |
+744,000
| New | +$77.2M | 0.58% | 39 |
|
|
2014
Q1 | – | Sell |
-245
| Closed | -$23K | – | 975 |
|
|
2013
Q4 | $23K | Hold |
245
| – | – | ﹤0.01% | 877 |
|
|
2013
Q3 | $22K | Hold |
245
| – | – | ﹤0.01% | 873 |
|
|
2013
Q2 | $22K | Buy |
+245
| New | +$20.8K | ﹤0.01% | 885 |
|
Other funds holding JNJ
Brandywine Global Investment Management's JNJ Position: Q4 2025 in Review
Brandywine Global Investment Management reduced its Johnson & Johnson (JNJ) stake by 0.17% in Q4 2025, selling an estimated $651K and leaving 1,951,088 shares worth $404M. The position accounts for 2.71% of the portfolio, ranked #2.
Brandywine Global Investment Management first reported a position in JNJ in Q2 2013 and has held it in 49 quarters since. The position peaked at $441M in Q4 2019. 4,520 funds tracked by Wall St. Rank hold JNJ as of Q4 2025.
- Brandywine Global Investment Management held 1,951,088 shares of Johnson & Johnson worth $404M as of Q4 2025.
- Brandywine Global Investment Management sold 3,290 Johnson & Johnson shares in Q4 2025, an estimated $651K.
- Johnson & Johnson made up 2.71% of Brandywine Global Investment Management's portfolio in Q4 2025, its #2 holding.
- Brandywine Global Investment Management first reported a position in Johnson & Johnson in Q2 2013 and has held it in 49 quarters since.
- Brandywine Global Investment Management's Johnson & Johnson position peaked at $441M in Q4 2019.
- 4,520 funds tracked by Wall St. Rank held Johnson & Johnson as of Q4 2025.
Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.